Job Responsibilities
Keep track of industry events and journals to gets leads and connect with them
Creating Emkay association with various industry networking circles
Keep tab on various deals in the industry
Proactively connect with leads provided and self-sourced and explain products & services offered
Ability to convert leads into potential meeting and follow ups
Facilitate meeting of Private Bankers with the potential client
Ensure monthly calling and conversion targets are met.
Organizational Relationships
Closely works with Wealth Management Team especially Private bankers
Skills
Excellent communication skills
Go getter attitude
Qualification
Graduate / MBA with specialisation in finance
Experience
Minimum of 3 years of experience in financial services industry. Experience in Wealth Management team or Banks (high networth individuals) preferred.
📌 Acquisition Manager Wealth Management Bangalore Bengaluru (India)
🏢 Emkay Global Financial Services
📍 India
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